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4.1. SR 10-09-2000 . City of 1Y Elk Item # 4.1. MEMORANDUM TO: Mayor and City Council FROM: Pat Klaers, City Ad~ator October 9, 2000 ~ DATE: SUBJECT: Tax Rate Increase . A new state law was adopted in 1999, which requires municipalities to hold a public hearing and to pass a resolution if their tax levy will result in a tax rate increase. This will be the case for Elk River in 2001. Accordingly, the city's public hearing on the proposed tax rate increase is scheduled for this Monday. The tax system is complex and often confusing terms are used. The state legislature wants accountability at the local government level and does not want cities to "play games" with technical terms. It is not unusual for a city (or county) to say "if your property value did not change...then you will see no change or only a modest increase in our share of your tax bill." This type of statement has resulted in some frustrations at the state legislature because, if a municipality or county is experiencing growth, then the municipality or county is usually receiving additional tax revenues without this being clearly stated. Additionally, in Elk River this isn't really a fair statement because every other year or so the business or homeowner usually sees an increase in their property value (and as a result their taxes usually go up). This public hearing is another state legislature requirement for cities to discuss taxes. Additionally, the state has created another complex tax formula to determine if a city will have a tax rate increase. Please see the League of Minnesota Cities attachment for information on this new law and tax formula. For a growing city like Elk River, this new formula will typically result in showing a tax rate increase. . At the October 9, 2000, City Council meeting the Mayor should open the public hearing on the tax rate. Staff can answer questions on the tax rate, the 13065 Orono Parkway. P.O. Box 490. Elk River, MN 55330. TDD & Phone (763) 441-7420. Fax (763) 441-7425 . . . proposed budget, and why additional tax revenues are being requested. Following the closure of the public hearing, the City Council is requested to adopt the attached resolution as prepared by the finance director. Action Reauested Following a public hearing the City Council is requested to adopt the attached tax rate increase resolution. Attachments . Tax Rate Resolution . League of Minnesota Cities Tax Rate Certification Information Page . Levy Certification Tax Rate Worksheet . Budget Information o 2001 Sources of Funds o 2001 Expenditures . RESOLUTION 00-_ A RESOLUTION FOR THE CITY OF ELK RIVER A RESOLUTION APPROVING A TAX RATE INCREASE FOR THE 2000 TAX LEVY, COLLECTffiLE IN 2001 WHEREAS, the City Council of the City of Elk River has reviewed the 2000 tax levy for taxes payable in 2001 and determined that a tax rate increase is necessary. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River as follows: The City Council of the City of Elk River proposes that the Sherburne County Auditor is authorized to fix a property tax rate for taxes payable in 2001 that is higher than the tax rate calculated pursuant to Minnesota Statutes 275.078 for the City for taxes levied in 1999, payable in 2000. BE IT FURTHER RESOLVED that the adoption of this resolution does not prohibit the City from certifying a final levy that will result in no tax rate increase or a tax rate decrease. . Passed and adopted by the City Council of the City of Elk River, Minnesota this 9th day of October, 2000. Stephanie A. Klinzing, Mayor ATTEST: Sandra A. Peine, City Clerk . s: \document \ resoluti \ OOtaxlev .doc c. Tax rate certification Minn. Stat S 204B.13S, subd. S A law passed in 1999 requires that all cities over 500 population and all counties must pass a resolution if the levy for the subsequent year will result in a tax rate increase. The provision is based on a Missouri law and was passed by the Minnesota Legislature in response to concerns that cities and counties--were claiming they were freezing taxes when, in fact, the levy was increasing but being offset by tax base growth. " ~ Under the law, the county auditor is required to provide information to affected cities and the county board that will allow the local government to calculate what its tax rate would be in the coming year if the levy was held constant. Essentially, a baseline 'tax rate is computed based on the prior year's levy and .. the current year tax base. The county auditor is required to provide this information by October I of each year. A sample resolution can be found in Appendix J The city Council or county board must adopt a resolution at a public hearing if its levy will result in an increase in the tax rate over the baseline tax rate. The resolution must be filed with the county auditor by October 20 of each year. If a city or county fails to file this resolution by October 20, the county auditor is prohibited from spreading a levy that would result in a higher tax rate, unless the increased rate is due to either a change in the general obligation debt levy or a reduction in tax capacity due to a classification change, property exemption, court judgment, or county error. The levy and tax rate are adjusted to exclude levy for general obligation bonds and fiscal disparities, if applicable. If a city files the resolution, it may still certify a final levy that results in a constant or decreased tax rate. It may therefore be prudent to file the resolution by the Octo bet 20 deadline if your preliminary levy would cause a tax rate increase even if you plan to certify a lower final levy in December. Selecting 20 ;!~ f 11;,1/ ~. (I,'f/ Ift..lkf) . 'tg~ 1 , ~~~ Sherburne County AUDITORITREASURER Levy Certification Tax Rate RAMONA DOEBLER Taxes Pavable in 2001 A calculation of the "levy certification tax rate" fort.Li:. !?~~/1.) , Minnesota, as required by 1999 laws of the State of Minnesota. Payable 2000 1. Certified Net Tax Capacity Levy ~ or, QG ~ J . Q _ .5, I /0 b 7 2. Certified Referendum Mkt Value Levy $ -0 - I 3. Total Certified Levy (1 +2) $ ..:<: 99,S-, Vb'? . , 4. Certified Levy for G. O. Bonds $ ;r;LjcQt/f 5. Total Certified Non-Debt Levy (3-4) $5, t31. ~/ . 6. Payable 2001 Fiscal Disparity Dist Tax $ J J.4 7. Total Fis Disp Adj Non-Debt Levy(5-6) $ 3; ! 3;, ,;);) J 8. Payable 2001 HACA Net Tax Capacity Adjustment $ /0 of? 9. Payable 2001 HACA Fi~cal . Disparity Adjustment $ jJ / If 10. "Net Levy" (7 -R-9) $ S;3~ //3 , 11. Payable 2001 Taxable Net Tax Capacity $ (4;5"rt11? 12. Levy Certification Tax Rate (10:- 11) 'C>('? ~. ;) ~ % day of i:-l7r ! Dated at Elk River, Minnesota, this tjfll L -ilL .~'l1D--- ,f. 'Lr!..z"c Sherburne County Auditor/Treasurer~. . Pavable 2001 $ ~} 4511 6l.l17 $ - 'D $ 4 Lj 57 cl.J../l I I $ q~ <lll I $ L.I. 3 t;" <& I 3~ l.., $ iJ /4 $4 3~ ~3~ . , $ ;..1 /4 $ /J J A- $ ~ 3'!:'-~ 3~LP 1 .' $ / <-} s i9. IF) 4, .;;J.9,f7 % ,2000. 13880 Highway 10 Elk River, MN 55330-4601 612-241-28630 1-800-438-05760 Fax: 612-241-2875 . SOURCE OF FUNDS 1998 1999 2000 2001 ACTUAL ACTUAL ADOPTED PROPOSED TAXES $ 2,681,221 $ 3,114,711 $ 3,356,100 $ 3,835,850 INTERGOVERNMENTAL REVENUES 1,067,237 1,047,623 1,016,100 1,118,150 CHARGES FOR SERVICES 516,794 491 ,198 482,400 482,800 FINES AND FORFEITS 115,753 117,614 115,700 119,500 LICENSES & PERMITS 540,826 511,307 478,100 486,750 OTHER REVENUES 123,010 76,184 92,700 102,700 TRANSFERS 295,000 309,800 321,400 324,250 TOTAL $5,339,841 $5,668,437 $5,862,500 $6,470,000 . . APPROPRIATIONS SUMMARY . 1998 1999 2000 2001 Actual Actual Adopted Proposed MAYOR & COUNCIL $ 77,701 $ 92,383 $ 81,900 $ 150,400 CABLE TV 6,232 10,940 24,000 53,950 ADMINISTRATION 284,199 301,982 312,000 312,750 ELECTIONS 19,913 14,218 29,700 9,000 FINANCE 294,197 285,699 298,950 332,950 ECONOMIC DEVELOPMENT 35,984 32,766 46,350 25,800 LEGAL 77 ,232 72,394 72,600 75,000 ENERGY CITY 15,854 8,018 20,300 32,150 PLANNING 163,774 204,91 t 230,500 248,600 PLANNING COMMISSION 6,331 2,199 7,400 7,400 GOVERNMENT BUILDINGS 105,685 81,652 88,750 137,300 CONTINGENCY 40,686 35,088 130,000 130,000 BUILDING & ENVIRONMENTAL 379,917 406,015 447,550 474,300 . POLICE 2,074,041 2,052,912 2,150,600 2,360,000 POLICE RESERVE 24,292 16,740 29,150 38,550 FIRE 277,969 284,914 327,650 353,800 EMERGENCY PREPAREDNESS 17,088 25,085 15,850 17,800 STREETS 523,514 518,504 577 ,600 597,200 EQUIPMENT SERVICES 155,779 155,446 156,450 208,650 SNOW REMOVAL 53,529 74,010 160,750 175,850 ENGINEERING 34,775 64,677 42,000 45,000 SHADE TREE 10,160 6,645 7,950 9,250 PARKS 197,382 245,138 230,150 254,400 RECREATION 216,824 198,189 224,500 239,500 SR. CITIZEN PROGRAMS 43,342 50,630 62,250 65,300 TRANSFERS 254,710 87,600 87,600 115,100 TOTAL EXPENDITURES $ 5,391,110 $ 5,328,762 $ 5,862,500 $ 6,470,000 .